trade.var.gg / Earnings
ORCL · FY2026-Q3 · Mar 10, 2026 release

ORCL FY2026-Q3 earnings: Shares rose as cloud revenue and long-term revenue targets drew attention

First regular close+9.18%up

The stock rose 9.18% at the first regular close. Results showed $17.2B revenue, $8.9B cloud revenue, $553B RPO, and FY2027 revenue guidance of $90B.

Official factsPositive reactionOfficial release

Key takeaways

  • The stock rose 9.18% at the first regular close, which can be interpreted as a positive reaction to cloud revenue and longer-term revenue targets.
  • FY2026 Q3 total revenue was $17.2B, while cloud revenue was $8.9B.
  • Cloud infrastructure revenue was $4.9B and cloud applications revenue was $4.0B.
  • The company gave FY2026 revenue guidance of $67B and FY2027 revenue guidance of $90B, while FY2026 capital expenditures guidance was $50B.
Stock reaction
+9.18%
First regular close
Revenue
$17.2B
FY2026-Q3
Non-GAAP EPS
$1.79
FY2026-Q3
OCI
$4.9B
Growth / demand

Why did the stock rise?

The stock rose 9.18% at the first regular close after the release. The baseline price was $148.880100, and the reaction price was $162.552300. The reaction reflects the move through the next regular-session close. FY2026 Q3 total revenue was $17.2B. Cloud revenue was $8.9B, including $4.9B of cloud infrastructure revenue and $4.0B of cloud applications revenue. GAAP diluted EPS was $1.27, and Non-GAAP EPS was $1.79. Remaining performance obligations were $553B. The company provided FY2026 revenue guidance of $67B and FY2027 revenue guidance of $90B. FY2026 capital expenditures guidance was $50B, and capital raised through bonds and preferred stock in February 2026 was $30B. As an interpretation, the positive stock reaction can be tied to investor focus on cloud revenue, the size of RPO, and the FY2027 revenue target. At the same time, FY2026 capital expenditures guidance of $50B and the $30B financing figure point to the capital intensity behind that growth plan.

Demand signals

RPO
Future contracted demand
$553B
OCI
AI infrastructure demand
$4.9B
Cloud revenue
Total cloud revenue
$8.9B

What supported the stock

Stock reaction
First regular close
+9.18%

This interpretation links official reported numbers with first regular close reaction. Consensus-relative beat/miss wording is not included yet.

Reported numbers

Actual reported numbers from official or allowed sources. Consensus-relative judgments are excluded.

MetricPeriodValue
RevenueFY2026 Q3$17.2B
Cloud revenueFY2026 Q3$8.9B
OCIFY2026 Q3$4.9B
Cloud AppsFY2026 Q3$4B
GAAP EPSFY2026 Q3$1.27
Non-GAAP EPSFY2026 Q3$1.79
RPOFY2026 Q3$553B
Operating cash flowTrailing twelve months$23.5B
FY2026 revenue guidanceFY2026 guidance$67B
FY2026 capex guidanceFY2026 guidance$50B
FY2027 revenue targetFY2027 guidance$90B
Capital raisedFebruary 2026 financing$30B

Market reaction data

Calculated from the first regular-session close after the release.

Change
+9.18%
Baseline$148.88
Reaction$162.55
Session2026-03-11
BasisFirst regular close

Analysis evidence

Evidence linking the narrative to official numbers and price data. Expand if you want the detail.

Show 10 evidence items

At the first regular close after the release, the stock rose 9.18%.

Market reaction
ObservedMarket reaction
Market data: Context reaction row shows first regular close price_change_pct of 9.183363%.

FY2026 Q3 total revenue was $17.2B.

Demand
Observed
Reported number: Reported numbers table lists total revenues of $17.2B for FY2026 Q3.
Source: Oracle fiscal year 2026 third quarter financial results press release.

FY2026 Q3 cloud revenue was $8.9B.

Demand
Observed
Reported number: Reported numbers table lists cloud revenue of $8.9B for FY2026 Q3.

FY2026 Q3 cloud infrastructure revenue was $4.9B, and cloud applications revenue was $4.0B.

segment
Observed
Reported number: Reported numbers table lists cloud infrastructure revenue of $4.9B for FY2026 Q3.
Reported number: Reported numbers table lists cloud applications revenue of $4.0B for FY2026 Q3.

FY2026 Q3 GAAP diluted EPS was $1.27, and Non-GAAP EPS was $1.79.

other
Observed
Reported number: Reported numbers table lists GAAP EPS of $1.27 for FY2026 Q3.
Reported number: Reported numbers table lists Non-GAAP EPS of $1.79 for FY2026 Q3.

Remaining performance obligations were $553B.

Demand
Observed
Reported number: Reported numbers table lists remaining performance obligations of $553B.

The company provided FY2026 revenue guidance of $67B and FY2027 revenue guidance of $90B.

Guidance
ObservedCompany guidance
Reported number: Reported numbers table lists FY2026 revenue guidance of $67B.
Reported number: Reported numbers table lists FY2027 revenue guidance of $90B.

FY2026 capital expenditures guidance was $50B.

Capex/FCF
ObservedCompany guidance
Reported number: Reported numbers table lists FY2026 capital expenditures guidance of $50B.

Capital raised through bonds and preferred stock in February 2026 was $30B.

other
Observed
Reported number: Reported numbers table lists capital raised through bonds and preferred stock of $30B.

The stock rise can be interpreted as an investor reaction to cloud revenue, large RPO, and the FY2027 revenue target.

Market reaction
InterpretationMarket reaction
Market data: First regular close reaction row shows a positive 9.183363% stock move.
Reported number: Reported numbers table lists cloud revenue of $8.9B for FY2026 Q3.
Reported number: Reported numbers table lists remaining performance obligations of $553B.
Reported number: Reported numbers table lists FY2027 revenue guidance of $90B.

Sources

Public sources used for the page.

Oracle Announces Fiscal Year 2026 Third Quarter Financial Results
Official releaseMar 10, 2026

Verification scope

Reported facts
Official reported facts are displayed.

Market reaction
Based on the first regular close after release.

Narrative scope
Narrative links official facts with market reaction.